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Behind the Headlines: The relentless rise of hybrid advice

Published: March 28, 2022

So-called “robo” advice was a big deal not that long ago. But it never quite managed to get the foothold it was expected to. Now “hybrid” advice is rising to the fore.

Source: moneymarketing.co.uk

Related Topics:

United KingdomCity OfNick JohnsonHelena WardleHeather HopkinsRichard CaldicottSmith WardlePaul FeeneyMike BarrettGoldman SachsNatwest GroupMoney MarketingVanguard Personal Financial PlanningWealth WizardsExo InvestingNextwealth LiveMarch Adviser Tech StackNextwealth Adviser Tech Stack March

Coutts has 'big goals' for hybrid advice solution

Published: March 22, 2022

Coutts has said it has “big goals” for its hybrid advice solution, to cater for people with more complex needs.

Source: moneymarketing.co.uk

Related Topics:

Nick JohnsonHelena WardleRichard CaldicottSmith WardleNatwest GroupNextwealth Live